At Estate Plan Studio, we care about the privacy of your data and are committed to protecting it. This Privacy Policy explains what information we collect about you and why. We hope you will read it carefully.

What is the scope of this Privacy Policy?

This Privacy Policy is incorporated into Estate Plan Studio's Terms of Service and applies to the information obtained by us through your use of Estate Plan Studio's site, software, and services ("Information") as described in this Policy. Capitalized terms used in this Policy and not otherwise defined shall have the meanings provided for those terms in the Terms of Service.

What is Estate Plan Studio's business model?

Estate Plan Studio offers access to its services under the plans and pricing shown in-product. We do not help third parties advertise to you, and we do not sell your personal information.

Information Collection and Use

What Information does Estate Plan Studio collect about me?

When you interact with our site, software, and/or services, we collect information that could be used to identify you ("Personal Data"). Some of the information we collect is stored in a manner that cannot be linked back to you ("Non-Personal Data").

Information you provide when you create an account

When you sign up for or use our services, you voluntarily give us certain Personal Data, including:

Your username, email address, and contact preferences
If you log into Estate Plan Studio with a social networking credential, such as with your Google account, we will ask permission to access basic information from that account, such as your name and email address
Payment and billing information, if and when paid plans are enabled and you subscribe

Estate Planning Information

Given the nature of our Services, you may provide us with sensitive personal information including:

Personal identifying information (name, date of birth, Social Security Number)
Family relationships and beneficiary information
Asset and property information
Healthcare preferences and directives
Information about appointed agents and executors

We treat this information with a high level of security. Data is encrypted in transit and protected at rest using infrastructure and application security controls.

Automatically collected Information

Certain data about the devices you use to connect with Estate Plan Studio and your use of the site, software, and/or services are automatically logged in our systems, including:

Location information: The geographic area where you use your computer and mobile devices (as indicated by an Internet Protocol (IP) address or similar identifier)
Log data: Our servers automatically collect data when you access or use our site and record it in log files, including IP address, browser type and settings, date and time of use
Usage information: Information about the Estate Plan Studio site, software, and/or services you use and how you use them
Device information: Data from your computer or mobile device, such as the type of hardware and software you are using
Cookies: Data obtained from cookies as described in our Cookie Policy

How does Estate Plan Studio use my Information?

We use, process, and store your Information as necessary to perform our contract with you and for our legitimate business interests, including:

To help us provide and administer our site, software, and/or services
To authenticate users for security purposes and provide personalized features
To generate your estate planning documents
To process transactions and conduct research to improve our services
To communicate with you about your use of our services, product announcements, and software updates
To respond to your requests for assistance
To calculate aggregate statistics and detect and prevent fraud and misuse

Does Estate Plan Studio share my Information?

We only disclose Personal Data to third parties when:

We use service providers who assist us in meeting business operations needs, including hosting and delivering our services. These service providers may only access, process, or store Personal Data pursuant to our instructions.
We have your explicit consent to share your Personal Data.
We believe it is necessary to investigate potential violations of the Terms of Service or to protect against illegal activities, suspected fraud, or potential threats.
We determine that the access, preservation, or disclosure of your Personal Data is required by law.
We need to do so in connection with a merger, acquisition, bankruptcy, or sale of some or all of our assets.

Estate Plan Studio does not sell or rent your Personal Data to third parties.

Our service providers may include infrastructure, authentication, AI, transactional email, and identity providers. These providers process data under contractual terms and only as needed to deliver and secure our services.

Third-Party Service Providers

We use third-party providers to operate and secure our services. Depending on your usage, these providers may process account, usage, and service data on our behalf, including:

Supabase: database, authentication, and storage
OpenAI: API-based AI processing for supported AI features
Google OAuth: optional sign-in provider
Resend: transactional email delivery
Hosting and infrastructure providers: application hosting and delivery

Data Security

Estate Plan Studio is committed to protecting the security of your Information and takes reasonable precautions to protect it. Our security measures include:

Encryption: We protect data in transit and at rest using industry-standard controls
Access Controls: Strict access controls limit who can view your data within our organization
Security Program: We maintain administrative, technical, and operational safeguards designed to protect confidentiality and availability
Regular Audits: We conduct regular security audits and vulnerability assessments
Two-Factor Authentication: We offer 2FA to add an extra layer of security to your account

However, internet data transmissions cannot be guaranteed to be 100% secure. We recommend that you take appropriate steps to secure all computing devices that you use in connection with our services.

Artificial Intelligence and Data Processing

Estate Plan Studio uses artificial intelligence to support product features such as document drafting, assistant chat, matter summaries, and communication drafting. Our AI processing follows security controls designed to reduce privacy risk and comply with applicable obligations:

Data Minimization and Anonymization: For sensitive workflows, we apply anonymization/tokenization and placeholder-based prompting before AI requests. Some workflows may include limited context needed to provide the feature.
No Training on Your Data by Us: We do not use your data to train our own models. We use API-based AI providers and configure account settings to limit provider training use where available under provider terms.
No Sale of Personal Information: We do not sell your personal information. We share data with service providers only as needed to operate and secure the service.
Server-Side Processing: All AI processing occurs on our secure servers. We never expose API keys or send data from your browser directly to AI services. This ensures that your data remains under our control throughout the entire process.
Security Controls: AI requests are protected through authentication, security validation, and monitoring controls.

Summary:

We use AI to power specific product features, including drafting and assistant experiences. We apply privacy and security controls such as anonymization, placeholder strategies, and access controls where appropriate. We do not sell personal information, and we use service providers under contractual and technical safeguards.

AI output can be incorrect and should be reviewed before reliance. You remain in control of your account data and document decisions.

Data Storage and Retention

Where is my Information stored?

Information submitted to Estate Plan Studio will be transferred to, processed, and stored in the United States. If you post or transfer any Information to or through our services, you are agreeing to such Information being hosted and accessed in the United States.

How can I delete my Personal Data?

You can request account deletion from account settings. Deletion requests are scheduled and processed after a waiting period (currently 30 days) to help prevent accidental or unauthorized deletions.

How long is Personal Data retained?

We retain personal data for as long as reasonably necessary to provide the service, meet legal obligations, resolve disputes, and enforce our agreements. Certain records (for example security, audit, and compliance logs) may be retained or anonymized for longer periods as permitted or required by law.

Your Rights

For California Residents (CCPA)

If you're a California resident, California law may permit you to request that we:

Provide access to and/or a copy of certain information we hold about you
Provide you a summary of the categories of personal information we have collected about you
Delete certain information we have about you

We do not sell your personal information. Even though we do not sell your personal information, you have the right to opt-out of any potential future selling of your personal information.

For EEA, Swiss, and UK Users (GDPR)

Individuals located in the European Economic Area (EEA), Switzerland, and the UK have certain rights in respect to their personal information, including the right to:

Access, correct, or delete Personal Data
Object to us processing your Personal Data
Request data portability
Withdraw consent at any time
Lodge a complaint with a supervisory authority

Children's Privacy

Estate Plan Studio does not knowingly collect personal information from children under the age of 13. If we determine we have collected personal information from a child younger than 13 years of age, we will take reasonable measures to remove that information from our systems.

If you are under the age of 13, please do not submit any personal information through the site, service, and/or software.

Cookies and Similar Technologies

We use cookies, pixels, and similar technologies to operate our services (essential cookies) and—where required by law, with your consent—to measure usage and improve features (analytics).

Essential cookies: These are needed to provide core site/app functionality, security, and fraud prevention. They cannot be switched off.
Analytics cookies: If enabled, and where required by law with your consent, analytics may be used to understand service usage and improve performance.

You can manage cookie preferences through your browser settings and any in-product controls we make available. For full details, see our Cookie Policy.

Changes to This Privacy Policy

As Estate Plan Studio evolves, we may need to update this Policy to keep pace with changes in our services, our business, and laws applicable to us and you. We will, however, always maintain our commitment to respect your privacy.

We will notify you of any material changes that impact your rights under this Policy by email (to your most recently provided email address) or post any other revisions to this Policy, along with their effective date, in an easy-to-find area of the site.

Please note that your continued use of Estate Plan Studio after any change means that you agree with and consent to be bound by the new Policy.

Contact Us

If you have any questions regarding this Privacy Policy or how Estate Plan Studio uses your information, you may contact us at:

Estate Plan Studio, Inc.
Email: privacy@estateplanstudio.com
Support: support@estateplanstudio.com